Reduce repetitive entry
Prepare transaction fields without typing the same information into several tools.
ACCOUNTING AUTOMATION
Bookkeeping Automation
Less retyping. More ready-to-review records.
Turn a pile of receipts, invoices, and transaction records into an organized review queue. We build workflows that capture details, propose categories, and attach supporting documents before your bookkeeper checks the work.
THE PRACTICAL IDEA
How does AI-assisted bookkeeping work?
The workflow reads approved source documents, extracts transaction details, and proposes categories using your chart of accounts and rules. It highlights uncertain items rather than silently guessing. Approved records can move to a compatible ledger, while reconciliation differences remain visible to your team.
MORE ROOM FOR YOUR BUSINESS
Give routine work a better process.
Keep evidence together
Link the source receipt or invoice to the proposed entry for faster review.
Make close less frantic
Surface unresolved items throughout the month rather than at the deadline.
SEE THE WORK MOVE
Watch a receipt become a review-ready entry.
Follow an example from manual coordination to a connected process, with your team at the approval point.
BEFORE · MANUAL COORDINATION
Office receiptWaiting in inbox
Bank exportNeeds a manual check
Missing categoryWho owns this?
Separate files. Repeated entry. More chasing.
AFTER · A CONNECTED WORKFLOW
SOURCE RECORDUSD 84.00
✦Prepare
ILLUSTRATIVE DATA
Transaction preview
✓Office supplies · USD 84.00
✓Bank match · USD 84.00
✓Source receipt attached
✓ Human review
A receipt and bank transaction need matching.
The amount and date identify a proposed match.
Your bookkeeper confirms the category.
The approved entry retains its original receipt.
Illustrative demo with fictional records. No messages, payments, or accounting entries are sent. Your rules, integrations, and approval steps are configured during implementation.
A PRACTICAL COMPARISON
Less chasing. Clearer responsibility.
| Task | Manual coordination | With Automate Planet |
|---|---|---|
| Capture the source | Documents collected across separate inboxes | Collect receipts and transaction exports from approved locations. |
| Suggest the match | Details copied and checked individually | Compare dates, amounts, and references; propose categories and document matches. |
| Review exceptions | Questions and approvals followed up manually | Ask a bookkeeper to resolve unfamiliar merchants, missing receipts, or mismatches. |
| Prepare for close | Status and handoffs assembled by staff | Send approved records to the agreed destination and retain a review history. |
WHAT YOUR DEPLOYMENT INCLUDES
Configured around your books and your people.
- Chart-of-accounts mapping
- Document extraction and duplicate checks
- Suggested categorization
- Reconciliation exception queue
- Approved export or ledger connection
HOW YOU WILL SEE THE DIFFERENCE
Make progress visible.
Agree a starting point, run a focused pilot, and review actual results with your team. No fixed time savings or financial outcomes are promised.
Minutes per reviewed transaction
Missing-source-document count
Items waiting for reconciliation
RECORDS THAT SUPPORT THE WORK
Keep the evidence behind each entry.
The IRS describes invoices, receipts, and other supporting documents as the basis for entries in business books. That is why our workflow design keeps source records connected to the review process.
Read IRS recordkeeping guidance →Guidance reviewed October 18, 2026. This supports recordkeeping practices, not a claim that AI guarantees accuracy or savings.
COMMON QUESTIONS
Answers before you decide.
Does AI post entries without approval?
The default implementation prepares records for review. Any permitted automatic posting is separately scoped with your finance owner, including limits and an audit trail.
Can it reconcile bank transactions?
It can propose matches and surface differences when compatible transaction data is available. Your team resolves exceptions and signs off on reconciliations.
What happens when a category is uncertain?
The item is routed for review with its supporting document. Your reviewer can correct the proposal before it enters the final records.
Can you connect our current tools?
We assess supported APIs, exports, permissions, and record quality during discovery. Connections and write access are confirmed before implementation; a software brand name alone does not guarantee compatibility.
How do we get started?
Book a consultation to choose one high-volume task, review your current process, and agree the scope, approval owners, and success measures. We provide a proposal for the agreed implementation scope.
CONNECTED ACCOUNTING SERVICES
Start with the work that slows you down.
ACCOUNTINGAutomate AccountingLess busywork. A clearer picture.Explore service →ACCOUNTINGInvoicing & Accounts ReceivableSend on time. Follow up with care.Explore service →ACCOUNTINGAccounts Payable AutomationA clearer path from bill to approval.Explore service →ACCOUNTINGExpense & Receipt AutomationReceipts in. Chasing down.Explore service →ACCOUNTINGFinancial Reporting & Close WorkflowsLess report assembly. More useful conversations.Explore service →
Let’s give your finance team time back.
Book a workflow consultationLET’S PUT AI TO WORK
Your next chapter.
Starts here.
Tell us what you want to make easier. We’ll help connect the right people, processes, and AI.
Make time for what’s next.
A one-hour consultation to explore your goals, workflows, and opportunities.
YOUR SERVICE PACKAGE
Bookkeeping Automation Essentials
What you get
- One receipt-to-review workflow for one entity
- Up to 300 documents per month and one standard ledger connection
- Suggested categorization, document matching and exception queue
- One hour of monthly refinement; your bookkeeper approves entries
Includes discovery, configuration, testing, onboarding and the ongoing support listed here. Your team approves content, access and financial actions.
USD. Standard scope for one business. Additional usage or work requires your agreement before activation. Paid ads, third-party subscriptions, transaction fees, bespoke integrations and services not listed are excluded. We confirm compatibility before configuration; if the stated scope cannot be delivered, we offer an agreed alternative or refund for undelivered work. No guaranteed financial, search or citation results.